Rise Advisors’s lululemon athletica LULU Stock Holding History

Rise Advisors’s Portfolio LULU Stock Details LULU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-241	Closed	-$42.9K	–	867
2025 Q3	$42.9K	Buy	241 +7	+3%	+$1.4K	0.02%	286
2025 Q2	$55.6K	Buy	234 +3	+1%	+$826	0.02%	221
2025 Q1	$65.4K	Sell	231 -27	-10%	-$9.9K	0.03%	196
2024 Q4	$98.7K	Buy	258 +1	+0.4%	+$326	0.05%	141
2024 Q3	$69.7K	Hold	257	–	–	0.03%	185
2024 Q2	$76.8K	Sell	257 -3	-1%	-$1K	0.04%	175
2024 Q1	$102K	Sell	260 -9	-3%	-$4.16K	0.05%	152
2023 Q4	$138K	Sell	269 -14	-5%	-$6.05K	0.1%	86
2023 Q3	$109K	Sell	283 -67	-19%	-$25.6K	0.09%	85
2023 Q2	$132K	Sell	350 -47	-12%	-$17.3K	0.1%	87
2023 Q1	$145K	Sell	397 -139	-26%	-$43.6K	0.11%	81
2022 Q4	$172K	Sell	536 -1	-0.2%	-$329	0.14%	70
2022 Q3	$150K	Sell	537 -41	-7%	-$12.7K	0.12%	71
2022 Q2	$158K	Hold	578	–	–	0.16%	67
2022 Q1	$211K	Sell	578 -88	-13%	-$28.6K	0.19%	65
2021 Q4	$261K	Buy	+666	New	+$285K	0.25%	52

Other funds holding LULU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rise Advisors's LULU Position: Q4 2025 in Review

Rise Advisors sold out of lululemon athletica (LULU) in Q4 2025, closing a stake of 241 shares — an estimated $42.9K sold.

Rise Advisors first reported a position in LULU in Q4 2021 and held it in 16 quarters. The position peaked at $261K in Q4 2021. 1,006 funds tracked by Wall St. Rank hold LULU as of Q4 2025.

Rise Advisors reported no remaining lululemon athletica position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 241 lululemon athletica shares in Q4 2025, an estimated $42.9K.
Rise Advisors first reported a position in lululemon athletica in Q4 2021 and held it in 16 quarters.
Rise Advisors's lululemon athletica position peaked at $261K in Q4 2021.
1,006 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.